RENTOKIL INITIAL PLC /FI - RTO
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Jupiter Topco LLC | History | No change | 16,957,699 | 485,155 | 0.2% | 0.2% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 12,426,668 | 355,526 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 6,711,119 | 192,005 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gates Capital Management, Inc. | History | No change | 5,173,407 | 148,011 | 3.56% | 3.56% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aristotle Capital Management, LLC | History | No change | 10,500,610 | 98,294 | 0.21% | 0.21% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 2,560,180 | 73,246 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 2,331,039 | 67,087 | 0.05% | 0.05% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| River Road Asset Management, LLC | History | No change | 1,838,490 | 52,599 | 0.59% | 0.59% | 8 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SNYDER CAPITAL MANAGEMENT L P | History | No change | 1,821,963 | 52,126 | 0.9% | 0.9% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUMMITRY LLC | History | No change | 1,423,307 | 40,720 | 1.34% | 1.34% | 10 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Diamond Hill Capital Management, LLC (Investment Advisor) | History | No change | 1,037,169 | 29,673 | 0.24% | 0.24% | 11 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NICHOLS & PRATT ADVISERS LLP /MA | History | No change | 1,003,435 | 28,708 | 1.74% | 1.74% | 12 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Harvey Partners, LLC | History | No change | 983,956 | 28,150 | 1.93% | 1.93% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | No change | 980,871 | 28,062 | 0.05% | 0.05% | 14 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Qube Research & Technologies Ltd | History | No change | 979,732 | 28,030 | 0.03% | 0.03% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rivermont Capital Management LP | History | No change | 919,926 | 26,319 | 3.73% | 3.73% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 902,475 | 25,819 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PARNASSUS INVESTMENTS, LLC | History | No change | 901,334 | 25,787 | 0.07% | 0.07% | 18 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 875,191 | 25,039 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 770,984 | 22,057 | 0.03% | 0.03% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stanley Capital Management, LLC | History | No change | 667,329 | 19,092 | 2.53% | 2.53% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 611,971 | 17,508 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | History | No change | 603,739 | 17,272 | 0.85% | 0.85% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | History | No change | 562,418 | 16,090 | 1.61% | 1.61% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BROWN ADVISORY INC | History | No change | 545,971 | 15,620 | 0.02% | 0.02% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 516,842 | 14,786 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NORTHERN TRUST CORP | History | No change | 500,722 | 14,325 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 488,961 | 13,989 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | No change | 478,658 | 13,694 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Pacifica Capital Investments, LLC | History | No change | 464,803 | 13,298 | 4.54% | 4.54% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| 1832 Asset Management L.P. | History | No change | 437,105 | 12,505 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ELWOOD CAPITAL PARTNERS LP | History | No change | 425,180 | 12,164 | 6.0% | 6.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 407,824 | 11,798 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 411,162 | 11,763 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 387,001 | 11,072 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 382,116 | 10,932 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Robertson Opportunity Capital, LLC | History | No change | 375,893 | 10,754 | 4.17% | 4.17% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WCM INVESTMENT MANAGEMENT, LLC | History | No change | 325,684 | 9,373 | 0.02% | 0.02% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Neuberger Berman Group LLC | History | No change | 275,575 | 7,907 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 221,710 | 6,343 | 0.08% | 0.08% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 220,299 | 6,303 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 213,292 | 6,102 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| W.G. Shaheen & Associates DBA Whitney & Co | History | No change | 209,923 | 6,005 | 0.44% | 0.44% | 43 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Optiver Holding B.V. | History | No change | 204,956 | 5,863 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | No change | 197,510 | 5,650 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STEPHENS INC /AR/ | History | No change | 196,459 | 5,620 | 0.06% | 0.06% | 46 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ABC ARBITRAGE SA | History | No change | 195,008 | 5,579 | 0.6% | 0.6% | 47 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 190,719 | 5,456 | 0.04% | 0.04% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 172,103 | 4,923 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | No change | 161,249 | 4,613 | 0.02% | 0.02% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 159,900 | 4,574 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | No change | 157,166 | 4,496 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 149,858 | 4,287 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | No change | 149,397 | 4,275 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IRIDIAN ASSET MANAGEMENT LLC/CT | History | No change | 148,070 | 4,236 | 1.46% | 1.46% | 55 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Broyhill Asset Management, LLC | History | No change | 142,400 | 4,074 | 3.62% | 3.62% | 56 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 125,516 | 3,591 | 0.02% | 0.02% | 57 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 112,301 | 3,328 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Apollon Wealth Management, LLC | History | No change | 112,925 | 3,230 | 0.04% | 0.04% | 59 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 104,544 | 2,991 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| III Capital Management | History | No change | 100,684 | 2,880 | 0.73% | 0.73% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 99,834 | 2,856 | 0.02% | 0.02% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bleakley Financial Group, LLC | History | No change | 99,852 | 2,856 | 0.04% | 0.04% | 63 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 98,839 | 2,827 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Motley Fool Asset Management LLC | History | No change | 98,391 | 2,814 | 0.11% | 0.11% | 65 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 98,085 | 2,806 | 0.03% | 0.03% | 66 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Capital World Investors | History | No change | 95,319 | 2,743 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bank of New York Mellon Corp | History | No change | 89,138 | 2,550 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GWN SECURITIES INC. | History | No change | 83,811 | 2,397 | 0.4% | 0.4% | 69 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Maridea Wealth Management LLC | History | No change | 76,054 | 2,175 | 0.24% | 0.24% | 70 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 73,799 | 2,111 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savant Capital, LLC | History | No change | 76,210 | 2,010 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JPMORGAN CHASE & CO | History | No change | 65,028 | 1,871 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 64,529 | 1,846 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 60,901 | 1,742 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 57,775 | 1,653 | 0.02% | 0.02% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 55,416 | 1,585 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | No change | 54,968 | 1,572 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 52,355 | 1,497 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 50,629 | 1,448 | 0.02% | 0.02% | 80 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 50,051 | 1,431 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pullen Investment Management, LLC | History | No change | 49,148 | 1,406 | 0.65% | 0.65% | 82 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NORGES BANK | History | No change | 47,621 | 1,362 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KLEIN PAVLIS & PEASLEY FINANCIAL, INC. | History | No change | 46,408 | 1,327 | 0.69% | 0.69% | 84 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| NewEdge Advisors, LLC | History | No change | 39,213 | 1,121 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sanctuary Advisors, LLC | History | No change | 39,096 | 1,118 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 38,243 | 1,094 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SEI INVESTMENTS CO | History | No change | 37,465 | 1,071 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 44 WEALTH MANAGEMENT LLC | History | No change | 35,458 | 1,014 | 0.34% | 0.34% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY TRUST CO | History | No change | 35,087 | 1,003 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 34,584 | 989 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | No change | 34,358 | 982 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| JANE STREET GROUP, LLC | History | No change | 34,177 | 977 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | No change | 33,297 | 952 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Crossmark Global Holdings, Inc. | History | No change | 33,058 | 945 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Nuveen, LLC | History | No change | 32,778 | 937 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 32,201 | 921 | 0.02% | 0.02% | 97 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 31,613 | 904 | 0.02% | 0.02% | 98 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 31,514 | 901 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Advisor OS, LLC | History | No change | 31,014 | 887 | 0.06% | 0.06% | 100 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | No change | 30,694 | 878 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | History | No change | 30,000 | 858 | 0.07% | 0.07% | 102 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Arax Advisory Partners | History | No change | 29,247 | 836 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| DRW Securities, LLC | History | No change | 28,102 | 803 | 0.02% | 0.02% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | No change | 27,858 | 797 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Quantbot Technologies LP | History | No change | 27,339 | 782 | 0.03% | 0.03% | 106 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quinn Opportunity Partners LLC | History | No change | 27,105 | 775 | 0.04% | 0.04% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Daiwa Securities Group Inc. | History | No change | 26,490 | 757 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | No change | 26,429 | 756 | 0.08% | 0.08% | 109 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 26,061 | 745 | 0.03% | 0.03% | 110 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| RBF Capital, LLC | History | No change | 25,000 | 715 | 0.03% | 0.03% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 24,870 | 711 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Balefire, LLC | History | No change | 24,585 | 703 | 0.11% | 0.11% | 113 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 23,861 | 682 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Janney Montgomery Scott LLC | History | No change | 23,811 | 681 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 23,692 | 677 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| &PARTNERS | History | No change | 22,683 | 648 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 22,133 | 628 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IMC-Chicago, LLC | History | No change | 21,444 | 613 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pathstone Holdings, LLC | History | No change | 21,403 | 612 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 21,021 | 601 | 0.03% | 0.03% | 121 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Vise Technologies, Inc. | History | No change | 19,069 | 545 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OPPENHEIMER & CO INC | History | No change | 18,903 | 540 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | History | No change | 18,538 | 530 | 0.28% | 0.28% | 124 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Farringdon Capital, Ltd. | History | No change | 17,996 | 514 | 0.25% | 0.25% | 125 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Snowden Capital Advisors LLC | History | No change | 17,491 | 500 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 17,472 | 499 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AE Wealth Management LLC | History | No change | 16,825 | 481 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Ethic Inc. | History | No change | 16,549 | 473 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Avantra Family Wealth, Inc. | History | No change | 16,001 | 457 | 0.29% | 0.29% | 130 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GABELLI FUNDS LLC | History | No change | 14,500 | 414 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 14,467 | 413 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 14,345 | 410 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Callan Family Office, LLC | History | No change | 14,175 | 405 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| US BANCORP \DE\ | History | No change | 13,726 | 392 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Virtu Financial LLC | History | No change | 13,594 | 389 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | No change | 13,430 | 384 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Storgate, LLC | History | No change | 13,321 | 381 | 0.08% | 0.08% | 138 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tranquilli Financial Advisor LLC | History | No change | 13,129 | 375 | 0.2% | 0.2% | 139 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| State of Wyoming | History | No change | 13,051 | 373 | 0.04% | 0.04% | 140 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Dana Investment Advisors, Inc. | History | No change | 12,811 | 366 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Keystone Financial Services | History | No change | 12,516 | 358 | 0.09% | 0.09% | 142 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Foresight Global Investors, Inc. | History | No change | 12,343 | 353 | 0.21% | 0.21% | 143 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vident Advisory, LLC | History | No change | 11,990 | 343 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Advisors Asset Management, Inc. | History | No change | 11,322 | 323 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Magnetar Financial LLC | History | No change | 11,214 | 320 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 11,088 | 317 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SYON CAPITAL LLC | History | No change | 10,939 | 312 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 10,901 | 311 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Focus Partners Wealth | History | No change | 10,810 | 309 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| M&T BANK CORP | History | No change | 10,747 | 307 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Caitong International Asset Management Co., Ltd | History | No change | 10,517 | 300 | 0.04% | 0.04% | 152 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Centiva Capital, LP | History | No change | 10,354 | 296 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Waverly Advisors, LLC | History | No change | 10,312 | 295 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | History | No change | 9,638 | 291 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | New | 14,641 | 289 | 0.05% | — | 156 | +14,641 | New | Q3 2026 | Oct 08, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 10,066 | 287 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 9,891 | 282 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NewEdge Wealth, LLC | History | No change | 9,602 | 274 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Williams Jones Wealth Management, LLC. | History | No change | 9,500 | 271 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| EAGLE ROCK INVESTMENT COMPANY, LLC | History | No change | 9,308 | 266 | 0.03% | 0.03% | 161 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Walleye Trading LLC | History | No change | 9,249 | 264 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| OpenArc Corporate Advisory, LLC | History | No change | 9,207 | 263 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CHICKASAW CAPITAL MANAGEMENT LLC | History | No change | 64,350 | 254 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Independent Advisor Alliance | History | No change | 8,845 | 253 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Graham Capital Management, L.P. | History | No change | 8,663 | 247 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 8,642 | 247 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 8,535 | 245 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 8,455 | 241 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Geneos Wealth Management Inc. | History | No change | 8,444 | 241 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Advisory Services Network, LLC | History | No change | 8,331 | 238 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 8,343 | 238 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 7,955 | 227 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Trek Financial, LLC | History | No change | 7,936 | 227 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Caprock Group, LLC | History | No change | 7,916 | 226 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CHOREO, LLC | History | No change | 7,806 | 223 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Arlington Partners LLC | History | No change | 7,698 | 220 | 0.4% | 0.4% | 177 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Aaron Wealth Advisors LLC | History | No change | 7,711 | 220 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 7,684 | 219 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 7,569 | 217 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Genus Capital Management Inc. | History | No change | 7,610 | 217 | 0.02% | 0.02% | 181 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GeoWealth Management, LLC | History | No change | 7,593 | 217 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| VestGen Advisors, LLC | History | No change | 7,577 | 216 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Dynamic Technology Lab Private Ltd | History | No change | 7,139 | 204 | 0.05% | 0.05% | 184 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Venturi Wealth Management, LLC | History | No change | 7,163 | 204 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 7,065 | 202 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FNY Investment Advisers, LLC | History | No change | 6,800 | 194 | 0.07% | 0.07% | 187 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Signature Equity Partners, LLC | History | No change | 6,194 | 177 | 0.08% | 0.08% | 188 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 5,510 | 157 | 0.04% | 0.04% | 189 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Global Retirement Partners, LLC | History | No change | 5,225 | 149 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 3,639 | 104 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| EFG International AG | History | No change | 3,611 | 103 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ironsides Asset Advisors, LLC | History | No change | 15,400 | 87 | 0.02% | 0.02% | 193 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Versant Capital Management, Inc | History | Reduced | 4,405 | 86 | 0.01% | 0.03% | 194 | -5,560 | -55.8% | Q3 2026 | Oct 01, 2026 |
| UMB Bank, n.a. | History | No change | 2,646 | 75 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIGNATUREFD, LLC | History | No change | 2,615 | 74 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FIFTH THIRD BANCORP | History | No change | 2,576 | 73 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cromwell Holdings LLC | History | No change | 2,546 | 72 | 0.03% | 0.03% | 198 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Park Place Capital Corp | History | No change | 2,085 | 59 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GW&K Investment Management, LLC | History | No change | 2,004 | 57 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Parallel Advisors, LLC | History | No change | 1,480 | 42 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Continuum Advisory, LLC | History | No change | 1,485 | 42 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Accent Capital Management, LLC | History | No change | 1,412 | 40 | 0.02% | 0.02% | 203 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,780 | 35 | 0.0% | 0.0% | 205 | +294 | 19.78% | Q3 2026 | Oct 08, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 1,254 | 35 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Larson Financial Group LLC | History | No change | 1,064 | 30 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parkside Financial Bank & Trust | History | No change | 1,048 | 29 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 923 | 26 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Clearstead Advisors, LLC | History | No change | 864 | 24 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Allworth Financial LP | History | No change | 786 | 22 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| V-Square Quantitative Management LLC | History | No change | 721 | 20 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Community Bank, N.A. | History | No change | 676 | 19 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Blue Trust, Inc. | History | No change | 672 | 19 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 635 | 18 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Elequin Capital, LP | History | No change | 663 | 18 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 610 | 17 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 855 | 16 | 0.01% | — | 217 | +843 | 7025.0% | Q3 2026 | Oct 07, 2026 |
| IFP Advisors, Inc | History | No change | 554 | 15 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 512 | 14 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| IMA Advisory Services, Inc. | History | No change | 391 | 11 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Manchester Capital Management LLC | History | No change | 315 | 9 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clearstead Trust, LLC | History | No change | 341 | 9 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CENTRAL TRUST Co | History | No change | 306 | 8 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| PRIVATE TRUST CO NA | History | No change | 299 | 8 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ares Financial Consulting, LLC | History | No change | 285 | 8 | 0.01% | 0.01% | 225 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 247 | 7 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 266 | 7 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 250 | 7 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| GAMMA Investing LLC | History | Reduced | 350 | 6 | 0.0% | 0.0% | 231 | -1,388 | -79.86% | Q3 2026 | Oct 08, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 226 | 6 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 241 | 6 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| JPL Wealth Management, LLC | History | No change | 239 | 6 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 225 | 6 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FEDERATED HERMES, INC. | History | No change | 178 | 5 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ninety One UK Ltd | History | No change | 192 | 5 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 190 | 5 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Salomon & Ludwin, LLC | History | No change | 190 | 5 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 172 | 4 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BESSEMER GROUP INC | History | No change | 137 | 4 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 159 | 4 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Colonial Trust Co / SC | History | No change | 169 | 4 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TSFG, LLC | History | No change | 106 | 3 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cornerstone Planning Group LLC | History | No change | 121 | 3 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| True Wealth Design, LLC | History | No change | 124 | 3 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 107 | 3 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Rossby Financial, LCC | History | No change | 127 | 3 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 75 | 2 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 104 | 2 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 80 | 2 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 73 | 2 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Golden State Wealth Management, LLC | History | No change | 91 | 2 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HighMark Wealth Management LLC | History | No change | 84 | 2 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 85 | 2 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 86 | 2 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 51 | 1 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 53 | 1 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 52 | 1 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 38 | 1 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Bell Investment Advisors, Inc | History | No change | 51 | 1 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SJS Investment Consulting Inc. | History | No change | 41 | 1 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SWAN Capital LLC | History | No change | 69 | 1 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 37 | 1 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 43 | 1 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 64 | 1 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Planning Strategies Inc. | History | New | 15 | 0 | — | — | — | +15 | New | Q3 2026 | Oct 02, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MOTCO | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Mascoma Wealth Management LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Bogart Wealth, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| First Command Advisory Services, Inc. | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IFG Advisory, LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Triumph Capital Management | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SBI Securities Co., Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bare Financial Services, Inc | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| American Capital Advisory, LLC | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LRI Investments, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Synergy Investment Management, LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kilter Group LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Burk Holdings LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Monetary Solutions, Ltd | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |